Bryan Beamer
Advisor at IPLAN
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
IPLAN
Location
Winter Haven, FL 33884
Credentials
Series 63, Series 65
Industry experience
19 years
About
Bryan Beamer is a financial advisor at iPlan with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research Advisors, Ameriprise Financial Services, Kestra Financial Services, and NFP Securities. Outside of his advisory role, he owns and consults for iGIVE, LLC, a nonprofit that advises organizations on improving donor participation through charitable wealth strategies. iPlan serves individual and high-net-worth clients, as well as investment companies, charitable organizations, and businesses. The firm combines discretionary portfolio management with comprehensive financial planning, employing a mostly passive investment approach rooted in modern portfolio theory alongside periodic fundamental analysis.
Expertise
Based on IPLAN
College savings (529s, UTMA, etc.)
Business sale tax planning
Cash flow / budgeting
General estate planning guidance
General tax planning
Fee options
Project-based financial planning services starting at $3,600 (one-time fee); Ongoing financial planning with upfront fee of $3,600 plus $1,000 monthly.
$0 - $250,000: 1.35% $250,001 - $500,000: 1.25% $500,001 - $750,000: 1.20% $750,001 - $1,000,000: 1.10% $1,000,001 - $1,500,000: 1.05% $1,500,001 - $2,000,000: 1.00% $2,000,001 - $2,500,000: 0.95% $2,500,001 - $3,000,000: 0.90% $3,000,001+: Negotiable
Commissions earned from insurance products sold by associated persons, separate from advisory fees.
Location
2514 Partridge Dr.
Winter Haven, FL 33884
Most active in
Bryan B has reported serving >5 clients in these states in the last 12 months.
Florida · Maryland
Work history
iPlan LLC
2021 - Present (5 years)
Cambridge Investment Research Advisors, Inc.
2018 - 2021 (3 years)
Cambridge Investment Research, Inc.
2018 - 2021 (3 years)
Ameriprise Financial Services, Inc.
2017 - 2018 (1 year)
Kestra Financial Services, Inc.
2016 - 2017 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Ryan L
CFA®, Series 66
Winter Haven, FL
EmeraldSpark Investments
Bill H
CFP®, Series 63
Lakeland, FL
Henley Advisors, LLC
Allen M
Series 63, Series 65
Lakeland, FL
Capstone Wealth Management Corp.
John C
CFP®
Lakeland, FL
James I. Black & Company
Mitchell B
Series 65
Lakeland, FL
Hurlburt Financial
Carl D
Series 66
Lakeland, FL
Alpha Advisors, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")